Executive Assistant

Executive Assistant & Growth Partner (Lead Generation, Client Experience & Operations)

Employment Type:Full-time, Independent Contractor

Work Model:Fully Remote

Work Schedule:
* Monday – Thursday:1:00 PM – 10:00 PM EST
Monday – Thursday:1:00 PM – 10:00 PM EST
* Friday & Saturday:1:00 PM – 5:00 PM ESTTarget Compensation:Base Salary + Lucrative Performance Bonus(Up to $1,000 USD/month based on booked appointments, licensing milestones, and issued policies)Reporting To:Founder
Friday & Saturday:1:00 PM – 5:00 PM EST

Target Compensation:Base Salary + Lucrative Performance Bonus(Up to $1,000 USD/month based on booked appointments, licensing milestones, and issued policies)

Reporting To:Founder

Role Summary & The Mission

We are a faith-driven, values-led financial services and leadership development company dedicated to helping families build generational financial freedom and raising leaders who multiply that mission. We move with purpose, urgency, and high standards.

This is not a traditional, passive administrative support role—we are hiring a trueExecutive Assistant & Growth Partner. Sitting at the absolute center of our business, you will act as the operational engine that fills the Founder’s calendar with qualified appointments, optimizes the client journey, and protects executive focus. Tasks come with the territory, but what sets this seat apart isabsolute ownership. You do not just complete a task and hand it back; you take full responsibility for the business outcome behind it and the follow-through that makes it stick.

What You’ll Own

1. Lead Generation & Appointment Booking (The Core Growth Engine)
* Social Prospecting & Outreach:Execute our proven outreach framework across the Founder’s LinkedIn and Instagram accounts to generate warm interest and book qualified appointments directly onto his calendar.
Social Prospecting & Outreach:Execute our proven outreach framework across the Founder’s LinkedIn and Instagram accounts to generate warm interest and book qualified appointments directly onto his calendar.
* Pipeline Persistence:Own all outreach and follow-up sequences so no lead ever goes cold. You are not closing the deal—you are filling the calendar with high-converting conversations.This primary metric directly drives your monthly performance bonus.
Pipeline Persistence:Own all outreach and follow-up sequences so no lead ever goes cold. You are not closing the deal—you are filling the calendar with high-converting conversations.This primary metric directly drives your monthly performance bonus.
* Social Media & Marketing Support:Support content scheduling and brand presence across social channels to feed qualified interest into the top of the funnel, tracking engagement directly to booked meetings.
Social Media & Marketing Support:Support content scheduling and brand presence across social channels to feed qualified interest into the top of the funnel, tracking engagement directly to booked meetings.

2. Executive Operations, Time Protection & Decisive Problem Solving
* Time Guardrail:Filter incoming communications, safeguard high-value strategic hours, and manage the Founder’s schedule to prevent burnout and friction.
Time Guardrail:Filter incoming communications, safeguard high-value strategic hours, and manage the Founder’s schedule to prevent burnout and friction.
* Task Architecture:Capture, organize, prioritize, and execute incoming tasks from multiple channels (email, voice notes, Slack/WhatsApp), ensuring nothing slips through the cracks.
Task Architecture:Capture, organize, prioritize, and execute incoming tasks from multiple channels (email, voice notes, Slack/WhatsApp), ensuring nothing slips through the cracks.
* Proactive Framework:Apply our strictIssue → Options → Recommendationmodel. Before bringing a problem to the Founder, analyze the situation, develop options, and bring a ready-to-execute path forward.
Proactive Framework:Apply our strictIssue → Options → Recommendationmodel. Before bringing a problem to the Founder, analyze the situation, develop options, and bring a ready-to-execute path forward.

3. Client Experience (Write-Up to Issued)
* Client Journey Management:Guide financial clients smoothly from initial application write-up to policy completion.
Client Journey Management:Guide financial clients smoothly from initial application write-up to policy completion.
* Case Tracking:Help conduct data-gathering touchpoints, track pending underwriting cases, execute systematic follow-ups, and liaise with insurance carriers to keep processing moving without friction.
Case Tracking:Help conduct data-gathering touchpoints, track pending underwriting cases, execute systematic follow-ups, and liaise with insurance carriers to keep processing moving without friction.

4. Agent Onboarding & Licensing Support
* Recruit Guidance:Walk new agents end-to-end through their professional licensing journey—supporting exam preparation schedules and collaborating with the Business Deve